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TaxFolder (Part 2) Signatures and Approvals - Video

Updated: 2025-01-31

In this webinar, Sarka Hojda, Senior Product Manager and CPA/CGA at TaxCycle, will walk you through how to easily request e-signatures and approvals from TaxFolder.

Topics covered include:

  • Adding and managing clients
  • Creating signature and approval requests
  • Viewing document status
  • Editing, voiding and deleting document requests
  • Notifications
  • T1032 tracking
  • Downloading completed documents
  • Updating client details

Date of broadcast: January 30, 2025
Presented by: Sarka Hojda